THE CORRIGAN-WALLA FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE CORRIGAN-WALLA FOUNDATION (EIN 77-0359520)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-04-05
- IRS object ID
- 202120959349100017
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-05T11:22:49-05:00 | ReturnTs |
| Tax Period End | 2020-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770359520 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Corrigan-Walla Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CORR | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEAN CORRIGAN | PersonNm |
| Person Title | treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-03-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,504,642 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,126 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,126 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $120,929 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $120,929 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$24,483 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,444,544 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $851 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $99,423 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $123,055 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $40,514 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $40,514 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,800 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $39,207 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $39,207 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $90,521 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,514 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39,207 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $305,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $305,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $396,021 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,514 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $344,707 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$296,598 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $82,541 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $375,976 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $640,019 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $640,019 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,346,362 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,377,181 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,154,463 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,298,267 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $706,807 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $710,160 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,020,605 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,724,007 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,504,642 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,020,605 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,724,007 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,020,605 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,724,007 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,020,605 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,724,007 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,020,605 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$296,598 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,724,007 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,724,007 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,444,544 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,469,027 | CostOrOtherBasisAmt |
| Gain Or Loss | -$24,483 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$24,483 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$24,483 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $316,373 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,560,885 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048221 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $316,710 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,405,517 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049443 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $308,339 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,575,268 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046894 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $187,263 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,389,214 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.029309 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $100,439 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,271,518 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.016015 | DistributionYr5Rt |
| Total Distribution | 0.189882 | TotalDistributionRt |
| Average Distribution | 0.037976 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,490,412 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $246,480 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $825 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $247,305 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $344,707 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $825 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $825 | SubtotalAmt |
| Tax Based On Investment Income | $825 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,364 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,364 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $7,539 | OverpaymentAmt |
| Applied To ES Tax | $900 | AppliedToESTaxAmt |
| Refund | $6,639 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Elsa Corrigan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Erik Corrigan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Sean Corrigan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Wilfred James Corrigan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,931,619 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $657,632 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,589,251 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,589,251 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,839 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,490,412 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $324,521 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $324,521 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $825 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $825 | TotalTaxAmt |
| Distributable Before Adj | $323,696 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $323,696 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $323,696 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $344,707 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $344,707 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $825 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $343,882 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $323,696 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $314,415 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $344,707 | QualifyingDistributionsAmt |
| Applied To Year1 | $314,415 | AppliedToYear1Amt |
| Applied To Current Year | $30,292 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $293,404 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Wilfred James Corrigan | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BARNARD COLLEGE | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $25,000 |
| BELLARMINE COLLEGE PREPARATORY | |||||||
| 960 W HEDDING ST | SAN JOSE | CA | 95126 | N/A | PC | General & Unrestricted | $15,000 |
| BULLIS-PURISSIMA ELEMENTARY SCHOOL FOUNDATION | |||||||
| 102 W PORTOLA AVE | LOS ALTOS | CA | 94022 | N/A | PC | General & Unrestricted | $15,000 |
| CHOICES PERSON CENTERED SERVICES | |||||||
| 2920 PROSPECT PARK DR STE 205 | RNCHO CORDOVA | CA | 95670 | N/A | PC | California Transitional Services Fund in Truckee, CA | $5,000 |
| COLUMBIA COLLEGE OF COLUMBIA UNIVERSITY | |||||||
| 475 RIVERSIDE DR RM 917 | NEW YORK | NY | 10115 | N/A | PC | One Roar Athletics Program | $10,000 |
| EL CAMINO HOSPITAL FOUNDATION | |||||||
| 2500 GRANT RD | MT VIEW | CA | 94040 | N/A | PC | General & Unrestricted | $5,000 |
| FIREHAWKS LACROSSE CLUB | |||||||
| 28 CORTEZ RD | REDWOOD CITY | CA | 94062 | N/A | PC | General & Unrestricted | $3,000 |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | |||||||
| ONE GUSTAVE L LEVY PL BOX 1049 | NEW YORK | NY | 10029 | N/A | PC | Dr. Marron's Lambda IIT Trial Fund | $100,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 440 GRAND AVE STE 500 | OAKLAND | CA | 94610 | N/A | PC | Family reunification program in the United States for asylum seekers | $2,000 |
| KAINOS HOME & TRAINING CENTER FOR THE DEVELOPMENTA | |||||||
| 3631 JEFFERSON AVE | REDWOOD CITY | CA | 94062 | N/A | PC | General & Unrestricted | $50,000 |
| KENYON COLLEGE | |||||||
| EATON CENTER | GAMBIER | OH | 43022 | N/A | PC | General & Unrestricted | $2,000 |
| LAGCC FOUNDATION INC | |||||||
| 1560 COUNTRY CLUB DR | LOS ALTOS | CA | 94024 | N/A | PC | General & Unrestricted | $2,500 |
| LIAHONA MOTU FOUNDATION | |||||||
| 2575 E BAYSHORE RD | REDWOOD CITY | CA | 94063 | N/A | PC | General & Unrestricted | $5,000 |
| LOS ALTOS COMMUNITY FOUNDATION | |||||||
| 183 HILLVIEW AVE | LOS ALTOS | CA | 94022 | N/A | PC | General & Unrestricted | $2,500 |
| LOS ALTOS LIBRARY ENDOWMENT | |||||||
| PO BOX 367 | LOS ALTOS | CA | 94023 | N/A | PC | General & Unrestricted | $2,500 |
| PROTECT OUR WINTERS | |||||||
| 4676 BROADWAY ST | BOULDER | CO | 80304 | N/A | PC | General & Unrestricted | $5,000 |
| SACRED HEART SCHOOLS ATHERTON | |||||||
| 150 VALPARAISO AVE | ATHERTON | CA | 94027 | N/A | PC | General & Unrestricted | $10,000 |
| SAN FRANCISCO FORTY-NINERS ACADEMY | |||||||
| 2695 FORDHAM ST | E PALO ALTO | CA | 94303 | N/A | PC | General & Unrestricted | $5,000 |
| SEND IT | |||||||
| 10075 W RIVER ST 204 | TRUCKEE | CA | 96161 | N/A | PC | General & Unrestricted | $2,000 |
| SHANE MCCONKEY FOUNDATION | |||||||
| PO BOX 3666 | OLYMPIC VLY | CA | 96146 | N/A | PC | General & Unrestricted | $5,000 |
| SIERRA NEVADA CHILDRENS MUSEUM | |||||||
| 11711 DONNER PASS RD | TRUCKEE | CA | 96161 | N/A | PC | General & Unrestricted | $5,000 |
| TAHOE FOOD HUB | |||||||
| PO BOX 3038 | TRUCKEE | CA | 96160 | N/A | PC | General & Unrestricted | $2,000 |
| THE ON IT FOUNDATION | |||||||
| 18520 NW 67TH AVE STE 186 | MIAMI | FL | 33015 | N/A | PC | General & Unrestricted | $2,000 |
| TRUCKEE ROUNDHOUSE | |||||||
| PO BOX 3501 | TRUCKEE | CA | 96160 | N/A | PC | General & Unrestricted | $15,000 |
| TRUSTEES OF WESTMINSTER SCHOOL INC | |||||||
| 995 HOPMEADOW ST | SIMSBURY | CT | 06070 | N/A | PC | General & Unrestricted | $5,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 1342 FLORIDA AVE NW | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $305,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,126 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,929 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$24,483 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $851 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $99,423 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $99,423 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CISCO SYSTEMS - 2.200% - 02/28 | $201,012 | $201,278 |
| GILEAD SCIENCES INC - 4.400% - | $206,922 | $206,735 |
| UNITEDHEALTH GROUP NOTE - 2.12 | $197,352 | $201,364 |
| XILINX INC CORP - 3.000% - 03/ | $101,521 | $100,783 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL C | $168,396 | $243,152 |
| AMAZON COM | $66,321 | $106,265 |
| AMGEN INC | $139,172 | $173,552 |
| BERKSHIRE HATHAWAY INC. CLASS | $205,669 | $201,900 |
| BRISTOL-MYERS SQUIBB CO | $153,549 | $175,350 |
| CHEVRON CORP | $96,276 | $55,600 |
| CISCO SYSTEMS INC | $99,050 | $71,800 |
| CITIGROUP INC | $168,187 | $107,692 |
| COMCAST CORP | $194,426 | $202,752 |
| CONOCOPHILLIPS | $126,804 | $51,516 |
| DEERE CO | $61,241 | $79,069 |
| ELI LILLY & CO | $141,137 | $169,598 |
| HONEYWELL INTL | $175,297 | $181,445 |
| INTEL CORP | $139,833 | $119,556 |
| INTUITIVE SURGICAL | $181,235 | $233,478 |
| JOHNSON & JOHNSON | $145,934 | $233,087 |
| JP MORGAN CHASE | $171,867 | $156,864 |
| LOWES COMPANIES INC | $66,537 | $86,955 |
| MERCK & CO INC | $123,522 | $188,025 |
| MICROSOFT CORP | $95,891 | $182,223 |
| MONDELEZ INTERNATIONAL INC | $65,402 | $63,744 |
| MORGAN STANLEY INST GLOBAL OPP | $317,329 | $512,539 |
| MORGAN STANLEY INSTITUTIONAL F | $322,013 | $547,503 |
| NUTANIX INC | $79,490 | $54,668 |
| PALO ALTO NETWORKS INC | $90,697 | $88,476 |
| PFIZER INC | $150,348 | $138,585 |
| SALESFORCE.COM | $64,440 | $81,295 |
| SIMON PPTY GROUP INC | $52,776 | $52,949 |
| THE COCA-COLA CO | $124,786 | $110,538 |
| VERIZON COMMUNICATIONS | $131,994 | $199,465 |
| VISA INC | $100,727 | $127,197 |
| WALT DISNEY HOLDINGS CO | $156,835 | $157,625 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $39,102 | $39,102 |
| State or Local Filing Fees | $105 | $105 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | State Tax Refund | Desc |
| Revenue And Expenses Per Books | $851 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $40,514 | Amt |
| Net Investment Income | $40,514 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2020 | $1,500 |
| 990-PF Extension for 2019 | $9,300 |
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